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Nvidia GPUs, CUDA, data-center demand, export rules, and the company's role in AI compute, tracked from primary sources.
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OpenAI reports Jalapeño chip benchmarks ahead of limited 2026 deployment
Firstpost reports that OpenAI’s custom Jalapeño inference chip delivered higher speed and energy efficiency than Nvidia Blackwell-based systems in company-run tests, with limited deployment planned by the end of 2026 and broader rollout in 2027.firstpost.comProduct
SiliconANGLE reports Perplexity launches Portable Computer for on-device AI agent tasks
SiliconANGLE reports that Perplexity has launched Portable Computer, an on-device AI agent initially designed for Nvidia DGX Spark desktops. The tool reportedly uses Qwen 3.8 27B or Perplexity’s PPLX 27B model, supports multi-step work such as research, coding and data science, and includes context compaction…siliconangle.comIndustry
StorageReview reports NVIDIA investment and Lancium partnership for gigawatt-scale AI campuses
StorageReview reports that NVIDIA has invested in and partnered with Lancium to develop large AI-computing campuses. Lancium says it has 4GW of leased capacity and a development pipeline exceeding 15GW of powered land. The investment size, deployment schedule, campus locations and customer commitments were not…storagereview.comIndustry
Cisco expands Nvidia-backed AI infrastructure offering with Supermicro servers
Axios reports that Cisco is partnering with Supermicro to add high-density, liquid- and air-cooled AI computing systems to its Nvidia-backed Secure AI Factory offering, with availability expected in October.axios.comProduct
BNamericas reports Claro Empresas’ Brazil GPU-as-a-service rollout with Oracle and Nvidia
Claro Empresas is importing 256 GPUs for a Brazil-based GPU-as-a-service offering developed with Oracle and Nvidia, with fractional capacity, local billing and spending controls.bnamericas.comIndustry
Bloomberg reports AM Intelligence ordered 9,000 Nvidia Vera Rubin systems in India
Bloomberg reports that Indian AI infrastructure company AM Intelligence has ordered 9,000 Nvidia Vera Rubin systems, with servers expected to come online next year in southern India. The company says its customers include cloud providers, AI labs and organizations developing Indian AI models; the order and…bloomberg.comIndustry
India Today reports Nvidia’s $6 billion Poolside deal expands its open-model ambitions
India Today reports that Nvidia’s agreement with AI startup Poolside would give Nvidia access to Poolside’s technology and bring more than 100 employees into its Nemotron open-weight model effort. The report also says Nvidia will invest $1 billion in Poolside at a $12 billion pre-money valuation, while rising…indiatoday.inSecurity
Open Source For You details Nvidia OpenShell’s runtime guardrails for AI agents
Open Source For You reports that Nvidia OpenShell is an Apache 2.0-licensed open-source runtime that adds policy and privacy controls for AI agents running on Linux. The article describes its sandbox, supervisor, gateway, policy engine and privacy router, while noting that the project builds on established Linux…opensourceforu.comPolicy
Ars Technica reports Nvidia manager linked to alleged Taiwan AI-server export scheme
Ars Technica reports that Taiwan indicted nine people, reportedly including an Nvidia senior manager and two Supermicro employees, over alleged document falsification and illegal exports of high-end AI servers to China. Reuters, as cited by Ars, says 74 of 130 B300 servers were ultimately delivered to Chinese…arstechnica.com
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